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Accounting Services

Option 1: Monthly Bookkeeping and Tax Planning

This is the Done-for-You, Premier Plan! No QuickBooks knowledge required.

Our after-the-fact monthly bookkeeping includes:

  • Importing and categorizing transactions
  • Reconciling Bank Accounts to Bank Statements
  • Reconciling Credit Card Accounts to Credit Card Statements
  • Reconciling Loan Accounts to Loan Statements

Your business and personal tax returns are included in this package along with quarterly remote tax planning. If you choose to use QuickBooks yourself, you will receive answers to your QuickBooks questions as needed.

Pricing:

Personal Tax Returns with Schedule C or Single Member LLC starts at $375/month plus the price of QuickBooks Online

Personal Tax Returns with separate Business Returns (1120-S, 1120-C, 1065) starts at $425/month plus the price of QuickBooks Online

***Please note additional charges will apply based on the volume of transactions; the number of bank, credit card, and loan accounts; intercompany transactions; number of state tax returns; and additional remote tax planning and QuickBooks update sessions. 

Option 2: Quarterly Tax Planning For QuickBooks Users

If you are looking for quarterly tax planning with your business and are familiar with how to use QuickBooks, this is great plan for you. Your business and personal tax returns are included in this package along with quarterly remote tax planning and QuickBooks update sessions. In addition, you will receive answers to your QuickBooks questions as needed.

Pricing:

Personal Tax Returns with Schedule C or Single Member LLC starts at $225/month plus the price of QuickBooks Online

Personal Tax Returns with separate Business Returns (1120-S, 1120-C, 1065) starts at $300/month plus the price of QuickBooks Online

***Please note additional charges will apply based on the volume of transactions; the number of bank, credit card, and loan accounts; intercompany transactions; number of state tax returns; and additional remote tax planning and QuickBooks update sessions. 

Option 3: Annual Tax Planning for Skilled QuickBooks Users

If you know your way around QuickBooks and want just some ocassional QuickBooks assistance, this is the plan for you! Your business and personal tax returns are included in this package along with one remote tax planning and QuickBooks update session. 

Pricing:

Personal Tax Returns with Schedule C or Single Member LLC starts at $150/month plus the price of QuickBooks Online

Personal Tax Returns with separate Business Returns (1120-S, 1120-C, 1065) starts at $225/month plus the price of QuickBooks Online

***Please note additional charges will apply based on the volume of transactions; the number of bank, credit card, and loan accounts; intercompany transactions; and additional remote tax planning and QuickBooks update sessions. 

 

 


Tax Preparation Services

Business Tax Returns

Get expert tax services for your business by choosing one of our package plans. Services include tax planning sessions to chart a course for decreasing future tax obligations and preparation of your business’s tax return. 

*Please note that our services do not including international taxes*

Individual Tax Returns

Get tailored help for your unique tax situation.

Our Remote Services include a tax planning session to plan the best way to cut future tax bills and preparation of your Form 1040 and any related IRS forms. Our fee for an Personal Tax Return start at $400. Fees are based on complexity of the tax return and the total amount of time spent on the tax return and with you.

*Please note we do not provide international tax services*


Send Us a Message

We would love to hear from you!

302-414-0056 support@wrtaxes.com

P.O.Box 431, New Castle, DE 19720

Get clarity on your tax and accounting situation